Robertson Stephens Wealth Management’s Royal Bank of Canada RY Stock Holding History

Robertson Stephens Wealth Management’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,498	Closed	-$252K	–	529
2024 Q1	$252K	Hold	2,498	–	–	0.01%	452
2023 Q4	$253K	Hold	2,498	–	–	0.02%	407
2023 Q3	$218K	Hold	2,498	–	–	0.01%	418
2023 Q2	$239K	Hold	2,498	–	–	0.02%	384
2023 Q1	$239K	Hold	2,498	–	–	0.02%	399
2022 Q4	$235K	Sell	2,498 -894	-26%	-$84.4K	0.02%	373
2022 Q3	$305K	Hold	3,392	–	–	0.03%	278
2022 Q2	$328K	Hold	3,392	–	–	0.03%	287
2022 Q1	$374K	Hold	3,392	–	–	0.03%	279
2021 Q4	$360K	Hold	3,392	–	–	0.03%	295
2021 Q3	$337K	Hold	3,392	–	–	0.04%	245
2021 Q2	$343K	Hold	3,392	–	–	0.04%	248
2021 Q1	$312K	Hold	3,392	–	–	0.05%	231
2020 Q4	$278K	Hold	3,392	–	–	0.06%	201
2020 Q3	$237K	Buy	+3,392	New	+$244K	0.06%	207

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Robertson Stephens Wealth Management's RY Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2024, closing a stake of 2,498 shares — an estimated $252K sold.

Robertson Stephens Wealth Management first reported a position in RY in Q3 2020 and held it in 15 quarters. The position peaked at $374K in Q1 2022. 676 funds tracked by Wall St. Rank hold RY as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 2,498 Royal Bank of Canada shares in Q2 2024, an estimated $252K.
Robertson Stephens Wealth Management first reported a position in Royal Bank of Canada in Q3 2020 and held it in 15 quarters.
Robertson Stephens Wealth Management's Royal Bank of Canada position peaked at $374K in Q1 2022.
676 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.